The Analysts

Call · @r_and_invest · #196 on the leaderboard

@r_and_invest

@r_and_invest · Tue, Aug 25

Research & Invest@R_and_Invest
$ZM beat. Revs/Billings/EPS beat. Op margin slightly behind. Guided in-line (shocker, lol). Updated its strategic investment in Anthropic/others to be valued at $3.7B. This means by the time Anthropic comes public at ~$2T, ZM would have to mark it up to $6B+ Cash $7.2B FCF
10d agoview on X ↗media on X

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Read as

Mentions ZM · Low confidence

Confidence

Low0.72

Counted from

Wed, Aug 26 · market close

Rank since this call

#146 → #196 · 7 scored days

#146

Aug 28

#142

Aug 29

#138

Aug 30

#158

Aug 31

#135

Sep 1

#145

Sep 2

#196

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 9 · counts fully until Sep 8 · fades out by Oct 6